Stephen Lucas's Location
United Kingdom, United Kingdom
Stephen Lucas's Contact Details
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About Stephen Lucas
Over thirty years experience in Sales and Operations working for blue chip financial services in UK, South Africa and Malta successfully selling corporate banking, asset management and now tax services. I have managed teams of two to eight persons and have over ten years experience of managing teams.
Stephen Lucas's Current Company Details
Open to New Role
Stephen Lucas Work Experience Details
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Area Sales ManagerMarkel Tax May 2021 - Jun 2024Home BasedMarkel Tax is the UK's leading provider of fee protection and tax consultancy services to over 3,000 accountancy practices throughout the UK.Markel Tax provides accountancy practices with tailored and appropriate fee protection solutions, designed to pay claims for the most frequent and relevant HMRC enquiries, so that the practice and its clients can maximise the benefit of our cover. Our insurance is designed to limit the damage and stress to your business and personal clients of having to deal with an HMRC enquiry.Markel Tax are one of the UK’s leading providers of tax consultancy services. Through discreet support or as part of your client-facing team, our tax specialists provide effective tax solutions via our consultancy services and Tax Desk. Our team, comprising of more than 60 tax and funding specialists, are expert in providing effective tax solutions, empowering clients with the knowledge to make the right decisions. We're independent and here to work with you, not compete with you. -
Head Of OperationsBlevins Franks Jan 2016 - Dec 2019Mriehel MaltaReporting directly to the Chief Operating Officer (COO), with responsibility for the day to day effective workings of all operational units to support frontline Partner, Private Client Manager advisors and the efficient processing of all client related transactions.Key Responsibilities:- efficient and compliant execution of all transactions- ownership and improvement of all operational processes, ensuring that all client transactions are carried out in a timely and error free manner- responsibility for daily communication with 3rd party product and service providers - link with all internal company departments to ensure co-ordinated, efficient operations- prioritisation of work with front line Partners and Private Client Managers- effective use of the 'Operating Platform' to develop standardised processes and procedures- working with the 'Platform Manager' to maximise the functional potential of the operating platform -
Marketing ConsultantLeo Fund Managers Ltd Jul 2015 - Sep 2015London, United KingdomTwo month marketing consultancy project starting 1st July 2015 working on a number of project deliverables regarding the business of both Leo and prospective partners.htttp://www.leofund.co.ukLeo Fund Managers Ltd (“Leo”) is a European financial services Company based in London, which specialises in Asset Management, Private Equity and Corporate Advisory. Leo was originally established in 1999 and is authorised and regulated in the UK by the Financial Conduct Authority (FCA). -
Career Sabbatical - Volunteering (Rda), Spending Time With Children Pre School ChangesN/A Jul 2013 - Jun 2015Essex, England, United Kingdom -
Head Of European Sales - Director, Investment FundsCazenove Capital Management Jul 2012 - Jul 2013London, United KingdomManaged team of three marketing full range of long only equity and equity hedge product (both offshore and onshore/UCITS) to variety of client segments (asset managers, private banks, platforms, fund of funds, discretionary wealth managers) across Pan Europe. 2012 Gross Sales of £366m vs full year target of £180m gross. 2013 Gross Sales of £250m as at 28.5.13 vs full year target of £350m. European Sales Team had (30.5.13) client AUMs of £900m (vs. £350m 12.11) with annualised management revenues of £7.5m (excluding performance fees). -
Client DirectorGam London Limited Jun 2009 - Jun 2012London, UkMarketing of all GAM single manager hedge funds (fixed income and l/s equity) and associated UCITS funds to FoHF globally (ex US) and platforms. Also responsible for the marketing of Global Fixed Income and Absolute Return/Emerging Market Debt to selected markets - i.e. UK and Australia (from 03.10 to 06.12) - and co-ordinated 3rd party mktg efforts in Australia/New Zealand.US$545m of (gross) new AUMs ytd 2011 (gross target US$675m)> US$5.2bn of new AUMs raised since September 2002 in single manager hedge and absolute return across UK, Continental Europe, Asia and the US. -
Business Development DirectorAugustus Asset Managers Limited Jan 2007 - Jun 2009London, UkPrepared due diligence and marketing plan to support new Discretionary Currency hedge fund (launched July 2007 - fifth single strategy hedge fund product offering).Direct marketing/sales of the Absolute Return Bond product/strategy to institutional and consultant marketplace in the UK, Middle East and Asia. Awarded £300- £400 million mandate (plus 5% of future asset flows) from major UK financial institution in Q4 2008.Direct marketing/sales of traditional long only segregated fixed income product - Global Fixed Income and Emerging Market Debt - to institutional and consultant marketplace in the EMEA, Asia regionDirect marketing of single strategy hedge funds to consultant community - primarily in the UK - to get global buying ratings.Looking after sales/marketing and client service team of 4 employees.
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Director Of Business Development, EuropeJulius Baer Investments Limited Jan 2004 - Dec 2006London, UkMarketing the single strategy fixed income hedge funds ( 4 strategies: Relative Value; Macro; Credit and Emerging Market; Convertible Bonds and High Yield) to institutions, fund of hedge funds, high net worth individuals, private wealth managers, family offices, consultants, asset managers in US, Europe, Middle East, Africa, and Asia.Responsible for 2 persons in sales/marketing/client service team and working alongside another salesperson reporting to CEO/President.Responsible for producing annual marketing plan and budget for the single strategy hedge fund business.Responsible for developing appropriate 3rd party marketing relationships to distribute single strategy hedge fund products. These were set up in Australia. -
Director Of Business Development, EuropeJulius Baer Investments Limited Jan 2001 - Dec 2003London, UkMarketed the full range of institutional asset management products to institutions in the Nordic and the UK insurance and multi-manager marketplace.Developed all existing institutional assets in Nordic region from a 'standing' start. Created new market opportunity in the UK - Lloyd's/Insurance assets ('enhanced cash').In this period raised US$475 million of gross new assets under management and 11 new accounts - - Enhanced Cash, Global Fixed Income, Global Equities - plus various new hedge fund investors in the Julius Baer Diversified Fixed Income Hedge Fund.
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Project ManagerTenfold Systems Jan 2000 - Nov 2000Richmond, Surrey, Uk
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Vice President, Chief Of Staff, Global ShippingCitibank N.A. May 1998 - Dec 1999London, Uk
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Vice President, Senior Relationship ManagerCitibank N.A. Jul 1996 - Apr 1998Johannesburg, South Africa
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Assistant Vice President, Product SalesCitibank N.A Jan 1994 - Jul 1996London And Johannesburg, South Africa
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Assistant Vice President, Product SalesCitibank Global Asset Management, Citicorp Investment Bank Limited Apr 1990 - Dec 1993Managed portfolio of UK insurance brokers, companies and corporates, delivering segregated, discretionary portfolio management for excess pools of cash to Treasurer, Finance Director and Managing Director level.Close interaction with Citibank Relationship Managers within the Insurance Banking Group of Citibank N.A., London.Solicited 14 clients with US$500 million in gross new assets under management. -
Graduate Trainee/Relationship ManagerCitibank N.A Sep 1987 - Apr 1990London, Uk
Stephen Lucas Skills
Hedge Funds
Asset Management
Fixed Income
Alternative Investments
Equities
Investments
Portfolio Management
Investment Management
Fund Of Funds
Private Equity
Asset Managment
Investment Banking
Trading
Institutional Investments
Sales
Emerging Markets
Derivatives
International Sales
Sales Management
Investment Strategies
Financial Services
Bonds
Negotiation
Wealth Management
Private Banking
Commodity
Due Diligence
Hedging
Stephen Lucas Education Details
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Marketing, It, Strategy, Operations -
Accounting, It, Politics, Marketing, Economics, Social History -
Edinburgh University2:1 -
Wellington CollegeLatin, History, Economics
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Winchester House, Northants
Frequently Asked Questions about Stephen Lucas
What is Stephen Lucas's role at the current company?
Stephen Lucas's current role is Open to New Role.
What is Stephen Lucas's email address?
Stephen Lucas's email address is fa****@****rld.com
What is Stephen Lucas's direct phone number?
Stephen Lucas's direct phone number is +130382*****
What schools did Stephen Lucas attend?
Stephen Lucas attended Henley Business School, Cim | The Chartered Institute Of Marketing, The University Of Edinburgh, Edinburgh University, Wellington College, Winchester House, Northants.
What are some of Stephen Lucas's interests?
Stephen Lucas has interest in Skiing, 4 Mile Kayak, Theatre, Photography, 2010 Henley Half Marathon2010, Reading, Malta (Since February 2016), 45 Mile Bike Ride, Travel.
What skills is Stephen Lucas known for?
Stephen Lucas has skills like Hedge Funds, Asset Management, Fixed Income, Alternative Investments, Equities, Investments, Portfolio Management, Investment Management, Fund Of Funds, Private Equity, Asset Managment, Investment Banking.
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Stephen Lucas
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Stephen Lucas
Sales Director Teconnex Group | Driving Our Continued Global Success | Helping Manufacturers Solve Their Complex Joint Technology Challenges In High Temperature, High Stress And Safety Critical ApplicationsCuddington2tesco.net, teconnex.com -
2cuk.canon.co.uk, canon-europe.com -
Stephen Lucas
London Area, United Kingdom4yahoo.com, c9inc.com, planday.com, receipt-bank.com4 +138520XXXXX
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Stephen Lucas
London
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